Filed October 27, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $191,577 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 · EIN 33-0818667 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $43,232 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,682 | $80,005-31.7% | $140,016-60.9% | $55,725-1.9% |
| Participation rate | 87.6% | 87.0%+0.6pp | 87.5%+0.1pp | 70.9%+16.7pp |
| Annual return | -2.01% | 0.46%-2.5pp | 651.12%-653.1pp | 244.93%-246.9pp |
| Employer contribution / active EE | $2,256 | $3,403-33.7% | $5,606-59.8% | $2,078+8.6% |
| Participant deferral / active EE | $4,726 | $5,264-10.2% | $6,927-31.8% | $3,356+40.8% |
| Admin fee / account holder | $514 | $116+344.1% | $10,705-95.2% | $115+346.0% |